You’re out of free articles.
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
Sign In or Create an Account.
By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy
Welcome to Heatmap
Thank you for registering with Heatmap. Climate change is one of the greatest challenges of our lives, a force reshaping our economy, our politics, and our culture. We hope to be your trusted, friendly, and insightful guide to that transformation. Please enjoy your free articles. You can check your profile here .
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Subscribe to get unlimited Access
Hey, you are out of free articles but you are only a few clicks away from full access. Subscribe below and take advantage of our introductory offer.
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Create Your Account
Please Enter Your Password
Forgot your password?
Please enter the email address you use for your account so we can send you a link to reset your password:
Voters in the crucial swing state will also decide key questions on their — and our — climate future.

In four days, Pennsylvania will become just about the most important place on Earth.
It is unlikely that either Kamala Harris or Donald Trump can reach the White House without carrying the Keystone State; winning Pennsylvania bumps either’s odds of prevailing in the whole election to over 90%, according to polling analyst Nate Silver’s models. The state will also play a deciding role in control of the U.S. House and Senate, which in turn will help or hamper the next president’s agenda. America’s domestic trajectory, its foreign policy decisions, and even its allies and enemies could all come down to the whims of the state’s 8.9 million registered voters.
But Pennsylvanians have other important choices to make on their ballots, too. “Pennsylvania is a major energy state, and its decisions — regardless of what type of energy it is — have a huge impact on America’s energy portfolio,” John Qua, the campaign manager of Lead Locally, which is supporting 17 down-ballot candidates in the state, told me.
As the nation’s second-biggest gas producer after Texas and third-biggest coal producer after Wyoming and West Virginia, Pennsylvania also holds the distinction of being the fifth-largest greenhouse gas-emitting state in the nation. Its state legislature hasn’t passed new climate legislation since 2008, in large part because of the influence of the fossil fuel industry over local politics. The American Petroleum Institute donates more to Pennsylvania lawmakers than those in any other state, and while fracking isn’t the decisive local issue it’s made out to be in the popular consciousness, it still employs around 100,000 people — more than made the difference in deciding the 2020 election in the state. (Harris notably reneged on her 2019 pledge to ban fracking if elected in an apparent overture to Pennsylvanians, although the state’s imperiled Democratic senator, Bob Casey, has been hammered by his Republican challenger over her prior position.)
Pennsylvania has a Democratic governor, Josh Shapiro, until at least 2026, and Democrats hold slim control over the state House of Representatives by a margin of 102 to 101. The ambition this cycle is to keep the state House and flip the Republican-held state Senate. Picking up three seats there would earn Democrats a governing trifecta, with a tie-breaking vote going to Democratic Lt. Gov Austin Davis. Flip four seats, and they’d have the majority.
But “if you asked me to bet you $10 that the Democrats would win, I wouldn’t take the bet,” David Masur, the executive director of PennEnvironment, a green research and advocacy group that works in the state, told me. “I think it’s just a long shot.”
The path to winning the state Senate and achieving a governing trifecta clearly runs through three districts. The first and easiest pickup is in SD-15, around the state capital in Harrisburg, where the “map is much friendlier to Democrats,” according to Masur. The party would then need to win a competitive seat in SD-37, in the Pittsburgh suburbs, which has tilted blue recently and also seems theoretically within reach. But things get trickier in SD-49, Democrats’ “white whale” district in Erie County, which President Biden won by 2 points but where Republican senator Dan Laughlin remains well-liked. To wrest back the chamber, in other words, the Democrats would “have to run the table,” Masur said. “I don’t even think there’s another race where you could go, ‘Oh, they could get the majority by winning this other seat.’ There’s nowhere else to go. They have to win those three.”
Because of recent redistricting, the climate groups working in the state are cautious about getting their hopes up too high. “Flipping the [state] Senate, which is currently held by Republicans, might be a two-cycle endeavor with these new maps,” Lead Locally’s Qua said. This doesn’t necessarily mean all is lost: Even maintaining control of two of the three levers of government in Pennsylvania would be a victory, and Democrats this summer managed to garner enough bipartisan support to pass legislation to bring solar panels to state schools.
But the stakes — and promises — of a trifecta feel crucial and tantalizingly close. According to a recent analysis by PennEnvironment, Pennsylvania is 48th in the nation for the percentage growth of total solar, wind, and geothermal in the past decade, and 46th in the nation for the percentage of growth in total solar over the past five years, generating less than its neighbors New Jersey, Maryland, and Ohio. “The fossil fuel industry is extremely moneyed and extremely influential, and it’s created a political reality where it’s very difficult to move good climate and clean energy policy forward in Harrisburg,” Flora Cardoni, PennEnvironment’s deputy director, told me. Climate obstructionists in the state Senate often refuse to call up good environmental policies for votes, leaving the state with “no laws on the books that require utility companies in Pennsylvania to increase the amount of clean renewable energy that they provide to their customers” which is “a huge impediment to progress.”
It’s not as if Democrats aren’t ready to go — they are. Shapiro is sitting on a two-bill plan for tackling climate change in the state. One would boost renewable energy to 35% of Pennsylvania’s total generation by 2035, which Cardoni described as “a huge step in the right direction, although we need to do much more.” The second bill would make polluters pay for their carbon emissions and spend the resulting money on clean air, water, and energy efficiency projects — essentially, a backup plan for if the state’s attempt to join the Regional Greenhouse Gas Initiative fails. (Owing to a question of constitutionality, RGGI is in limbo with the state’s Supreme Court.)
So, in a sense, you have to go for it. “Yeah, they’re really hard races,” admitted Caroline Spears, the executive director of Climate Cabinet, which is supporting 26 candidates in the state. “But if you win,” she added, “you win the fifth-largest greenhouse gas emitter in the country.” While she was loath to “compare our states against each other,” Spears pointed out that Pennsylvania’s emissions are about two and a half times those of Arizona, which makes it a much bigger opportunity for reductions.
Perhaps the most important point: No one really knows what’s going to happen. Not only are organizers working with new maps in the state due to 2022 redistricting, but state-level races also rarely attract substantial enough polling to make reliably predictive guesses, especially when there are so many toss-ups and razor-thin margins. Adding to the trickiness, Pennsylvania is one of the few states where residents still appear willing to split their tickets; in 2020, ticket-splitting between the president and the state Legislature was up to 15 points in places, which is part of why Climate Cabinet has targeted races in the state with margins of up to 10 points that other groups wouldn’t touch. “Folks have been like, ‘the Pennsylvania Senate’s not doable.’ That’s the word on the street,” Spears told me. “But I think people are forgetting a little bit that that was also the word on the street about the Minnesota Senate and the Michigan legislature,” which flipped during the 2022 midterms.
What’s encouraging is that Pennsylvania voters — contrary to their image of being fracking obsessives — have been curious or even enthusiastic about pivoting to clean energy when organizers have spoken with them. Following Winter Storm Elliott in 2022, which caused outages across the state, many residents now “recognize that the grid is outdated,” Julia Kortrey, the deputy state policy director at Evergreen Action, a national climate advocacy group, told me. There’s an acknowledgment among many that “the status quo is not working.”
As in many parts of the country this year, local races in Pennsylvania are mainly focused on battles over education, abortion access, immigration, and crime, not necessarily clean energy. But often, climate-related issues are bubbling just under the surface. “I’m not going to go up to someone’s door and ask ‘What issue is on your mind today?’ and have them say, ‘I’m really worried about the PM2.5 concentration or the Mauna Loa CO2 readings,’” Spears told me. “But if they’re like, ‘The cost of living is too high,’ I’m going to have a conversation about home insurance.”
A particularly good example of this is playing out in one of Pennsylvania’s U.S. House races, which will help determine the ultimate makeup of Congress. In the Lehigh Valley, Democratic Representative Susan Wild is attempting to hold off her Republican challenger, state Representative Ryan Mackenzie, who voted against the school solar bill and the state’s clean water act. Wild had been particularly instrumental in helping to replace lead pipes in the area, and she’s made her leadership on the issue prominent in her campaigning. “The Bipartisan Infrastructure Law and lead pipe removal can seem very — I don’t want to say national, but it can be hard to visualize,” Nate Fowler, the regional campaigns director of the League of Conservation Voters, told me. “But for voters in this part of the Commonwealth, it’s easy for them to understand why this is so important.”
It won’t be until after the dust from Tuesday settles — when Pennsylvania’s 19 electoral college votes have been allocated, and its U.S. House and Senate races decided — that national attention will turn to the consequences of the state’s down-ballot races, if it ever does. But whether Democrats run the table or Republicans eat into their opponents’ grip on the legislature, Pennsylvania’s elections will be pivotal to the nation’s greater evolving energy story.
“So much of what we can accomplish in Pennsylvania will lay the groundwork for what is accomplished across the country,” Kortrey, of Evergreen Action, said. “I tell folks, ‘If we can do it in Pennsylvania, we can do it anywhere.’”
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
The market is reeling from a trio of worrisome data center announcements.
The AI industry coughed and the power industry is getting a cold.
The S&P 500 hit a record high on Thursday afternoon, but in the cold light of Friday, several artificial intelligence-related companies are feeling a chill. A trio of stories in the data center and semiconductor industry revealed dented market optimism, driving the tech-heavy NASDAQ 100 down almost 2% in Friday afternoon trading, and several energy-related stocks are down even more.
Here’s what’s happening:
Taken together, the three stories look like an AI slowdown, at least compared to the most optimistic forecasts for growth. If so, expectations of how much power these data centers need will also have to come down a bit. That has led to notable stock dips for companies across the power sector, especially independent power producers that own power plants, many of whose shares have risen sharply in the past year or two.
Shares in NRG were down around 4.5% on the day on Friday afternoon; nuclear-heavy Constellation Energy was down over 6%; Talen Energy, which owns a portfolio of nuclear and fossil fuel plants, was down almost 3% and Vistra was down 2%. Shares in GE Vernova, which is expanding its gas turbine manufacturing capacity to meet high expected demand for power, were down over 3.5%.
It’s not just traditional power companies that are catching this AI chill — renewables are shivering, as well. American solar manufacturer First Solar is down over 5%, while solar manufacturing and development company Canadian Solar is down over almost 9%.
Shares of Blue Owl, the investment firm that is helping to fund the big tech data center buildout, were down almost 4%.
The fates of all these companies are deeply intertwined. As Heatmap contributor Advait Arun wrote recently, ”The commercial potential of next-generation energy technologies such as advanced nuclear, batteries, and grid-enhancing applications now hinge on the speed and scale of the AI buildout.” Many AI-related companies are either invested in or lend to each other, meaning that a stumble that looks small initially could quickly cascade.
The power industry has seen these types of AI-optimism hiccups before, however. In January, several power companies swooned after Chinese AI company DeepSeek released an open source, compute-efficient large language model comparable to the most advanced models developed by U.S. labs.
Constellation’s stock price, for example, fell as much as 20% in response to the “DeepSeek Moment,” but are up over 45% this year, even factoring in today’s fall. GE Vernova shares have doubled in value this year.
So it looks like the power sector will still have something to celebrate at the end of this year, even if the celebrations are slightly less warm than they might have been.
Activists are suing for records on three projects in Wyoming.
Three wind projects in Wyoming are stuck in the middle of a widening legal battle between local wildlife conservation activists and the Trump administration over eagle death records.
The rural Wyoming bird advocacy group Albany County Conservancy filed a federal lawsuit last week against the Trump administration seeking to compel the government to release reams of information about how it records deaths from three facilities owned and operated by the utility PacifiCorp: Dunlap Wind, Ekola Flats, and Seven Mile Hill. The group filed its lawsuit under the Freedom of Information Act, the national public records disclosure law, and accused the Fish and Wildlife Service of unlawfully withholding evidence related to whether the three wind farms were fully compliant with the Bald and Golden Eagle Protection Act.
I’m eyeing this case closely because it suggests these wind farms may fall under future scrutiny from the Fish and Wildlife Service, either for prospective fines or far worse, as the agency continues a sweeping review of wind projects’ compliance with BGEPA, a statute anti-wind advocates have made clear they seek to use as a cudgel against operating facilities. It’s especially noteworthy that a year into Trump’s term, his promises to go after wind projects have not really touched onshore, primarily offshore. (The exception, of course, being Lava Ridge.)
Violating the eagle protection statute has significant penalties. For each eagle death beyond what FWS has permitted, a company is subject to at least $100,000 in fines or a year in prison. These penalties go up if a company is knowingly violating the law repeatedly. In August, the Service sent letters to wind developers and utilities across the country requesting records demonstrating compliance with BGEPA as part of a crackdown on wind energy writ large.
This brings us back to the lawsuit. Crucial to this case is the work of a former Fish and Wildlife Service biologist Mike Lockhart, whom intrepid readers of The Fight may remember for telling me that he’s been submitting evidence of excessive golden eagle deaths to Fish and Wildlife for years. Along with its legal complaint, the Conservancy filed a detailed breakdown of its back-and-forth with Fish and Wildlife over an initial public records request. Per those records, the agency has failed to produce any evidence that it received Lockhart’s proof of bird deaths – ones that he asserts occurred because of these wind farms.
“By refusing to even identify, let alone disclose, obviously responsive but nonexempt records the Conservancy knows to be in the Department’s possession and/or control, the Department leaves open serious questions about the integrity of its administration of BGEPA,” the lawsuit alleges.
The Fish and Wildlife Service did not respond to a request for comment on the case, though it’s worth noting that agencies rarely comment on pending litigation. PacifiCorp did not immediately respond to a request either. I will keep you posted as this progresses.
Plus more of the week’s biggest fights in renewable energy.
1. York County, Nebraska – A county commissioner in this rural corner of Nebraska appears to have lost his job after greenlighting a solar project.
2. St. Joseph County, Indiana – Down goes another data center!
3. Maricopa County, Arizona – I’m looking at the city of Mesa to see whether it’ll establish new rules that make battery storage development incredibly challenging.
4. Imperial County, California – Solar is going to have a much harder time in this agricultural area now that there’s a cap on utility-scale projects.
5. Converse County, Wyoming – The Pronghorn 2 hydrogen project is losing its best shot at operating: the wind.
6. Grundy County, Illinois – Another noteworthy court ruling came this week as a state circuit court ruled against the small city of Morris, which had sued the county seeking to block permits for an ECA Solar utility-scale project.